7 Costly Mistakes to Avoid in Your 50s & 60s
About this episode
This episode discusses the interplay of time, health, and wealth in achieving a fulfilling retirement and offers practical financial planning advice.
Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once. From redefining work-life balance to making smarter spending decisions, this episode blends practical financial planning with the deeper, non-financial factors that drive fulfilling retirements. We share actionable ways to: Maximize the “legs” of the time/health/wealth triangle you have in each stage of lifeUse the p...
People in this episode
Host: Robert Gilliland
Guest: Karen Heider
Topics covered
- financial planning
- retirement
- work-life balance
- spending decisions
- health
- wealth
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